MCM

Maple Capital Management Portfolio holdings

AUM $1.46B
1-Year Est. Return 17.35%
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.26M
3
+$1.16M
4
GIS icon
General Mills
GIS
+$805K
5
CHKP icon
Check Point Software Technologies
CHKP
+$709K

Top Sells

1
+$2.19M
2
+$1.03M
3
+$961K
4
CAG icon
Conagra Brands
CAG
+$804K
5
BAC icon
Bank of America
BAC
+$621K

Sector Composition

1 Energy 15.1%
2 Healthcare 14.49%
3 Financials 12.72%
4 Technology 11.64%
5 Industrials 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.68M 3.46%
64,629
+18
2
$8.2M 3.27%
81,051
-2,109
3
$7.97M 3.18%
87,067
+2,846
4
$7.62M 3.04%
42,513
+909
5
$7.22M 2.88%
57,832
+4,542
6
$6.58M 2.62%
30,319
-715
7
$6.46M 2.57%
202,560
-150
8
$6.45M 2.57%
79,234
-12,671
9
$6.34M 2.52%
169,431
-1,908
10
$6.31M 2.51%
88,101
+88
11
$5.72M 2.28%
80,583
-541
12
$5.51M 2.19%
66,380
+3,686
13
$5.25M 2.09%
67,614
-225
14
$5.11M 2.04%
150,964
+8,050
15
$4.87M 1.94%
65,447
+1,222
16
$4.49M 1.79%
96,920
-1,250
17
$4.4M 1.75%
84,925
+6,250
18
$4.37M 1.74%
62,192
+609
19
$4.36M 1.74%
41,474
-1,333
20
$4.28M 1.7%
213,556
+1,456
21
$4.16M 1.66%
153,825
+19,875
22
$4.09M 1.63%
106,800
+13,175
23
$4M 1.59%
97,846
-839
24
$4M 1.59%
53,126
-325
25
$3.93M 1.57%
140,253
-1,262
1
2 3 4 5